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Hartford Climate Opportunities Fund

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Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. Returns prior to 11/8/19 reflect the performance of the Fund’s prior strategy. Please refer to the prospectus for more information.

Objective

Seeks long-term capital appreciation.

Overview

A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management.

More About Climate Opportunities Fund 

Portfolio Managers from Wellington Management

Alan T. Hsu
Managing Director
Equity Portfolio Manager and Global Industry Analyst
G. Thomas Levering
Senior Managing Director
Equity Portfolio Manager and Global Industry Analyst


Portfolio Managers from Schroders

Simon Webber, CFA
Portfolio Manager
Isabella Hervey-Bathurst
Portfolio Manager

Performance

Performance (%)
% (as of 4/30/2021)
Average Annual Total Returns % (as of 4/30/2021)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities  I 8.51 76.57 20.35 16.81 --- 18.32
Benchmark 9.14 45.75 13.32 13.85 --- ---
Morningstar World Small/Mid Stock Category 10.67 68.34 14.29 15.47 --- ---
Performance (%)
% (as of 3/31/2021)
Average Annual Total Returns % (as of 3/31/2021)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities  I 5.63 89.81 19.18 16.50 --- 18.02
Benchmark 4.57 54.60 12.07 13.21 --- ---
Morningstar World Small/Mid Stock Category 6.02 79.23 12.84 14.79 --- ---
SI = Since Inception. Fund Inception: 02/29/2016
Operating Expenses:   Net  0.89% |  Gross  1.21%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 3/31/2021
Net Assets $111 million
% in Equities 95
% in Foreign Equities 49
Dividend Frequency Annually
Fund Essentials
Inception Date 02/29/2016
Symbol HEOIX
CUSIP 41664T883
Fund Number 1913

Theme Exposure (%)

(as of 3/31/2021)
label percentage
Clean Energy 30
Energy Efficiency 20
Environmental Resource Management 20
Sustainable Transport 14
Low Carbon Leaders 6
Climate-Resilient Infrastructure 6
Other 2
(as of 12/31/2020)
label percentage
Clean Energy 36
Energy Efficiency 21
Environmental Resource Management 16
Sustainable Transport 12
Climate-Resilient Infrastructure 7
Low Carbon Leaders 5
Other 2

Top Ten Holdings (%)

(as of 3/31/2021)
label percentageholding
National Grid plc 2.64
Deere & Co. 2.43
China Longyuan Power Group Corp. Ltd. 1.82
Alphabet, Inc. 1.78
Siemens AG 1.78
Westinghouse Air Brake Technologies Corp. 1.73
Weyerhaeuser Co., 1.65
Daikin Industries Ltd. 1.60
Microsoft Corp. 1.60
Amazon.com, Inc. 1.58
Total Portfolio % 18.61
(as of 12/31/2020)
label percentageholding
Vestas Wind Systems A/S 3.50
National Grid plc 2.36
Deere & Co. 2.16
Hannon Armstrong Sustainable Infrastructure Capital, Inc. 2.14
First Solar, Inc. 2.13
Daikin Industries Ltd. 1.87
China Longyuan Power Group Corp. Ltd. 1.81
Siemens AG 1.65
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1.58
Amazon.com, Inc. 1.57
Total Portfolio % 20.77

Regional Exposure (%)

(as of 3/31/2021)
label value
North America 48
Europe 38
Japan 9
Emerging Markets 5
(as of 12/31/2020)
label value
North America 44
Europe 40
Japan 9
Emerging Markets 7

Insights

pdf

A Less-than-Almighty Dollar Could Boost International Equities 

03/11/2021
US government stimulus and low interest rates could weaken the dollar and help international equities finally outperform.
pdf

Four Reasons Why the Odds May Be Stacked Against US Equities 

03/01/2021
Non-US equities have underperformed for the past decade, but we may now have reached a turning point in this cycle.
pdf

Is the Time up for US Equities’ Leadership? 

02/05/2021
US equities have outperformed the rest of the world since the Global Financial Crisis. But if history is any guide, outperformance does not last forever.

Literature

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pdf

Fact Sheet

03/31/2021 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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Commentary

03/31/2021 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Summary Prospectus

pdf

A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.

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Climate Opportunities Fund Pitchbook

03/31/2021 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

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Semi Annual Report

pdf

An unaudited six-month record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

Statutory Prospectus

pdf

A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.

Annual Report

pdf

A yearly audited record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

SAI

pdf

A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.

Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • The Fund's performance depends on the ability of the Investment Manager in selecting, overseeing, and allocating Fund assets to the sub-advisers. The sub-advisers' investment styles may not be complementary. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if the Fund focuses in a particular geographic region or country. • Focusing on investments that involve climate change opportunities or sustainable and environmental initiatives may result in foregoing certain investments and underperformance comparative to funds that do not have a similar focus. • The exclusion of certain issuers for reasons other than performance may negatively impact the Fund's performance. • There are risks of focusing investments in securities of companies in the utilities and industrials sectors which may cause the Fund's performance to be sensitive to developments in those sectors.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.

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